Number of Shares
593,370.00
Current Holdings Value*
$96.64 Mil
% of Portfolio
2.7%
Total Estimate Gain
$52.75 Mil
% of Total Estimate Gain
58.41%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's Vanguard Value ETF Holding Summary

As of 2024-03-31, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC held 593,370.00 shares of Vanguard Value ETF(VTV), totaling $96.64 Mil. This investment constitutes 2.7% of their stock portfolio, and WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC now holds -% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2013Q4. And since then WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC has made 24 purchases of VTV, at an average price of $103.79, for a total of 870,070.00 shares. In addition, there have been 8 sales at an average price of $129.79 for 276,700.00 shares. Based on historical transaction data and VTV's current price of $180.57, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC's estimated gain on his VTV holdings is $52.75 Mil, reflecting a 58.41% gain to date.

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC VTV ($180.57) Holding Chart

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC VTV ($180.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1